Institutions / Gould Asset Management LLC /Ca / Activity
Activity — Gould Asset Management LLC /Ca
8 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 92203J407 Common stock | $9.93M | +207K | 206,595 1.72% of portfolio | medium |
| Q1 2026 as of | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $273.7K | +810 | 810 0.05% of portfolio | low |
| Q1 2026 as of | New | Lockheed Martin Corp Common stock | $241.8K | +400 | 400 0.04% of portfolio | low |
| Q1 2026 as of | New | ConocoPhillips Common stock | $241.7K | +2K | 1,831 0.04% of portfolio | low |
| Q1 2026 as of | New | 46429B309 Common stock | $224.8K | +14K | 14,240 0.04% of portfolio | low |
| Q1 2026 as of | New | Pfizer Inc Common stock | $218.4K | +8K | 7,779 0.04% of portfolio | low |
| Q1 2026 as of | New | Intuit Inc. Common stock | $208.0K | +481 | 481 0.04% of portfolio | low |
| Q1 2026 as of | New | Illinois Tool Works Inc Common stock | $207.2K | +796 | 796 0.04% of portfolio | low |